|
Post by ccash04 on Jul 13, 2010 14:11:37 GMT -5
MU is now outperforming mrkt!! of course its not outperforming the SMH but that would make too much sense.. baby steps.
|
|
|
Post by ukarlewitz on Jul 13, 2010 14:11:42 GMT -5
It's not just small investors who are grumpy. Fund managers turn bearish in their outlook on the global economy and corporate earnings for the first time since February 2009. But if upcoming economic data fails to confirm the double-dip that fund managers expect, risk assets should do better in Q3.
HamzeiAnalytics Put/Call is 0.43 now -- HOUSTON, we are tanked up, let's go
|
|
|
Post by abdogman on Jul 13, 2010 14:13:50 GMT -5
BB's on vix 1m closing hard Eur 1m open and still moving up (BB's)
|
|
|
Post by ccash04 on Jul 13, 2010 14:15:25 GMT -5
Barclays on Internet Stocks: Thoughts Into 2Q Earnings 2:21 pm ET 07/13/2010- StreetInsider Barclays on Internet Stocks: Thoughts Into 2Q Earnings
Barclays analyst, Douglas Anmuth, says, "We are previewing earnings for Internets reporting through July 22nd which include Google (Nasdaq: GOOG), Yahoo! (Nasdaq: YHOO), eBay (Nasdaq: EBAY), Netflix (Nasdaq: NFLX), & Amazon.com (Nasdaq: AMZN). We expect solid 2Q reports from most of these companies on a combination of both secular and cyclical trends, along with still favorable Y/Y comps."
The analyst feels however, that the main focus will be how the online advertising and eCommerce environment may change in the back half and into 2011 due to potentially softer macro trends.
Anmuth also noted, "The 4 large-cap Internets have significantly underperformed the market YTD--down 15% vs. the S&P down 3%--as rebound revenue growth for many of these names peaked early in the year,international macro exposure and FX weigh, and adverse seasonality is likely to linger until after the summer. However, we believe most of these stocks (NFLX being the clear exception) anticipate somewhat lower numbers going forward. It's hard to say that anything is fully priced in at current levels, but we do believe the recent weakness creates some near-term trading potential, and more importantly some attractive longer-term entry points."
Top picks are: 1) Yahoo!; 2) Amazon; and 3) Google.
|
|
|
Post by ukarlewitz on Jul 13, 2010 14:16:24 GMT -5
|
|
|
Post by cosmic on Jul 13, 2010 14:17:41 GMT -5
Picked up some QQQQ Aug 44 calls for a ride
|
|
|
Post by abdogman on Jul 13, 2010 14:19:04 GMT -5
Hoot Mon the vix on the 1m and the 5m
|
|
|
Post by deadmoney95 on Jul 13, 2010 14:19:45 GMT -5
But recall that Intc kicked off a 40% run in xlf last July (not expecting a repeat). Me neither. I'm expecting much more than 40% ;D
|
|
|
Post by Dualism on Jul 13, 2010 14:19:52 GMT -5
NYAD is likely to close around +2300. The likelihood of a' breadth pause' is very high. Uploaded with ImageShack.us
|
|
|
Post by jack on Jul 13, 2010 14:20:55 GMT -5
MU is now outperforming mrkt!! of course its not outperforming the SMH but that would make too much sense.. baby steps. Its like it hit one of those quantum mechanic levels and as soon as it did: Take-off! I like it. ;D (I'll like it even more when I'm green.)
|
|
|
Post by elle on Jul 13, 2010 14:20:57 GMT -5
halllloooooo
|
|
|
Post by abdogman on Jul 13, 2010 14:20:36 GMT -5
BB squeeze on 1m xlf fas faz on 1m xlf 14.91 on 1m
|
|
|
Post by jack on Jul 13, 2010 14:22:37 GMT -5
Hoot Mon the vix on the 1m and the 5m Get the defib out!
|
|
|
Post by jack on Jul 13, 2010 14:25:15 GMT -5
But recall that Intc kicked off a 40% run in xlf last July (not expecting a repeat). Me neither. I'm expecting much more than 40% ;D Come clean DM - you ain't "expectin'" it; you are PRAYING for it!!! (me too)
|
|
|
Post by jack on Jul 13, 2010 14:27:37 GMT -5
VIX back on life support...Euro continues its upward move...SPYs OBV back on track higher. Break out the Sly & the Family Stone tune.
|
|
|
Post by elle on Jul 13, 2010 14:28:18 GMT -5
ain't this just a lovely day
triple resistance here, up fork, down fork and 50 - still more to come een we pause a wee bit, eh
|
|
|
Post by jack on Jul 13, 2010 14:29:30 GMT -5
ain't this just a lovely day triple resistance here, up fork, down fork and 50 - still more to come een we pause a wee bit, eh "Maaaaaaah-velous!" said Ricardo Montelbaun.
|
|
|
Post by deadmoney95 on Jul 13, 2010 14:30:00 GMT -5
Me neither. I'm expecting much more than 40% ;D Come clean DM - you ain't "expectin'" it; you are PRAYING for it!!! (me too) tomAto tomAHto
|
|
|
Post by jack on Jul 13, 2010 14:31:32 GMT -5
Shaven head last candle FAS on the 10min?
|
|
|
Post by jack on Jul 13, 2010 14:36:27 GMT -5
Shaven head last candle FAS on the 10min? Ans - No - shaven heads have no upper body 25mins more upper movement w/ screwey VIX and Euro at highs or close to it and SPY OBV at upper reaches of the troposphere. (maybe)
|
|
|
Post by ccash04 on Jul 13, 2010 14:37:02 GMT -5
NYAD is likely to close around +2300. The likelihood of a' breadth pause' is very high. Agreed, tomorrow is likely the kind of day where calls & puts lose value.
|
|
|
Post by jack on Jul 13, 2010 14:48:21 GMT -5
Shaven head last candle FAS on the 10min? Ans - No - shaven heads have no upper body 25mins more upper movement w/ screwey VIX and Euro at highs or close to it and SPY OBV at upper reaches of the troposphere. (maybe) Sumbitch!...someday with enough positive reinforcement like this I might even bet some real money! lol!!!
|
|
|
Post by ccash04 on Jul 13, 2010 14:49:49 GMT -5
Intel options traders cautious, eyeing earnings 3:22 pm ET 07/13/2010- Reuters * Intel options pricing in about 4.7 pct swing on earns
* Buyers target July $20, August $21 put options
* Whisper number slightly outpaces Wall Street estimates
By Doris Frankel
CHICAGO, July 13 (Reuters) - Many option traders appear to be taking a neutral to cautious stance on Intel Corp <INTC.O> heading into the technology bellwether's second-quarter results after the closing bell on Tuesday.
Although calls are outpacing puts into the chip maker's earnings, a number of traders have picked up protective put options, possibly betting that optimism heading into earnings is likely to fade in the aftermath of the report.
"The option market is indicating a neutral to bearish bias in Intel with put buying very active right after the opening bell and continuing this afternoon," said Joshua Belanger, a founder of Web information site OptionSIZZLE.com.
Shares in Intel have slid 8 percent since the start of April. The chip sector has been battered by fears that economic woes in Europe will hit end-demand for PCs and concerns that semiconductor margins might have peaked amid fast-growing inventories worldwide.
But analysts now expect a rebound in technology hardware upgrades or replacements by corporations -- after a two-year spending drought -- to underpin second-half sales of higher-margin server and notebook processors.
During the last hour of trade, options volume was 3.7 times greater than normal with about 121,000 puts and 194,000 calls traded, data from options analytics firm Trade Alert show.
Belanger noted the biggest orders have been bought in the July $20 and August $21 puts. On the other side of the board, the top orders have been in the August $19 and July $20 calls which traded on the bid, a strong indication that these options have been sold.
"It appears that traders are either protecting their stock positions in Intel after the current run-up in the broad market or positioning themselves for a cautious outlook from the company," Belanger said.
Investors often turn to put options, which grant them the right to sell shares at a fixed price any time until expiration, to protect a stock position or speculate on potential stock weakness.
An equity call option conveys the right to buy the shares at a preset price up to a certain date.
Option traders are pricing in about a 4.7 percent move up or down in the stock after Intel's report, according to Jud Pyle, chief investment strategist at Options News Network, a division of option market making firm PEAK6 Investments in Chicago.
Pyle said the unofficial "whisper" number, or current expectations of investors and analysts, is 45 cents, slightly higher than the average expectations on Thomson Reuters I/B/E/S.
According to that data, Wall Street expects Intel to report second-quarter revenue of roughly $10.25 billion, with a gross margin of 64.04 percent, and earnings of 43 cents per share, excluding items.
"The sentiment is neutral with some people taking speculative bets on the inexpensive July $22 calls while many who are currently long stock are selling many of the July $21 calls as a hedge or to collect premium," said TD Ameritrade chief derivatives strategist Joe Kinahan.
July options expire on Friday after the close.
"The expectation is that the earnings move will not be drastic and some would even classify it as muted," Kinahan said.
The stock was up 42 cents at $20.99 late Tuesday afternoon on Nasdaq. (Reporting by Doris Frankel, Editing by Chizu Nomiyama)
|
|
|
Post by ukarlewitz on Jul 13, 2010 14:58:18 GMT -5
Some good news in the trade imbalance: the hefty gain in imports points to a pickup in business and consumer spending that indicates the economy in Q2 was the healthiest in four years, according to Morgan Stanley economists. “With much of the upside surprise in imports in a surge in capital goods, the outlook for domestic investment looks even stronger."
|
|
|
Post by jack on Jul 13, 2010 14:58:56 GMT -5
Remember: Last 10mins don't count...unless they are UP!
LOL!!!
|
|
|
Post by abdogman on Jul 13, 2010 15:01:08 GMT -5
Thank You all for ur input on this great day for the Bulls.............Hope u did as well as the market
**"I wish they all could be California Squirrels**
See ya in the AM
|
|
|
Post by elle on Jul 13, 2010 15:02:28 GMT -5
it was short, but sweet, until tomorrow then
|
|
|
Post by abdogman on Jul 13, 2010 15:02:41 GMT -5
Hoot Mon Jack!!
|
|
|
Post by ccash04 on Jul 13, 2010 15:04:39 GMT -5
Thanks for the all the input everyone and have a g/e... Hope everyone did well and outperformed that mrkt! Hope for an intel crush and a megabull straight to 1300!
|
|
|
Post by jack on Jul 13, 2010 15:07:56 GMT -5
it was short, but sweet, until tomorrow then "A bientot" which is french for...something
|
|